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Tidal Investments’s Franklin Covey FC Stock Holding History

Tidal Investments’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,352
Closed -$242K – 2681
2026
Q1 		$242K Buy
15,352
+120
+0.8% +$1.98K ﹤0.01% 2114
2025
Q4 		$256K Sell
15,232
-484
-3% -$8.11K ﹤0.01% 1912
2025
Q3 		$305K Sell
15,716
-778
-5% -$15.4K ﹤0.01% 1809
2025
Q2 		$376K Buy
16,494
+1,885
+13% +$41.7K ﹤0.01% 1571
2025
Q1 		$404K Sell
14,609
-875
-6% -$29K ﹤0.01% 1424
2024
Q4 		$582K Sell
15,484
-774
-5% -$29.7K ﹤0.01% 1303
2024
Q3 		$669K Hold
16,258
– – 0.01% 1242
2024
Q2 		$618K Buy
+16,258
New +$611K 0.01% 1179

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Tidal Investments's FC Position: Q2 2026 in Review

Tidal Investments sold out of Franklin Covey (FC) in Q2 2026, closing a stake of 15,352 shares — an estimated $242K sold.

Tidal Investments first reported a position in FC in Q2 2024 and held it in 8 quarters. The position peaked at $669K in Q3 2024. 113 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • Tidal Investments reported no remaining Franklin Covey position as of Q2 2026 after selling out during the quarter.
  • Tidal Investments sold 15,352 Franklin Covey shares in Q2 2026, an estimated $242K.
  • Tidal Investments first reported a position in Franklin Covey in Q2 2024 and held it in 8 quarters.
  • Tidal Investments's Franklin Covey position peaked at $669K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.